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Invesco Active Allocation Y OAAYX

Analyst rating as of
  • NAV / 1-Day Return 12.89  /  1.10 %
  • Total Assets 1.9 Bil
  • Adj. Expense Ratio
    0.210%
  • Expense Ratio 0.760%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Allocation—70% to 85% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.62%
  • Turnover 16%

Morningstar’s Analysis OAAYX

Will OAAYX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This strategy continues to search for its footing.

Summary

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A reasonable set of portfolio managers and sufficient resources support Invesco Active Allocation, but recent changes to the process have not yet generated a discernable edge in positioning relative to peers. The strategy continues to earn a Morningstar Analyst Rating of Neutral across all share classes.

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